Tata Corporate Bond Fund vs UTI Corporate Bond Fund compare
Tata Corporate Bond Fund-Regular Plan-Growth
UTI Corporate Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹3986 Cr | ₹5761 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 01 Dec 2021 | 08 Aug 2018 |
Category | Corporate Bond | Corporate Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Corporate Bond Fund | CRISIL Corporate Bond Fund BII Index |
Turn Over | 106% | 24.24% |
Expense Ratio | 0.86 | 0.59 |
Manager | Abhishek Sonthalia | Anurag Mittal |
ISIN Code | INF277KA1299 | INF789F1A447 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.17% | 0.34% |
6 Month | 4.09% | 4.66% |
1 Year | 7.57% | 8.22% |
3 Year | 7.37% | 7.44% |
5 Year | - | 6.11% |
SIP Return Analysis
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.95% | 1.25% |
1 Year | 6.79% | 7.76% |
3 Year | 7.63% | 7.91% |
5 Year | - | 6.9% |
Rolling Lumpsum Returns
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.98% | 7.07% |
3 Year | 6.51% | 5.9% |
5 Year | - | 6.74% |
Risk Management
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.27% | 1.15% |
Sharp | 0.41% | 0.51% |
Beta | 1.38% | 0.30% |
Alpha | -0.50% | 0.61% |
Fund Managers
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Sonthalia | Anurag Mittal |
Total AUM | ₹28928 Cr | ₹35669 Cr |
Funds Managed | 4 | 7 |
Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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